5 Practical Steps to Optimize Your Salesforce Setup & Cost
1. Audit Your Licenses—Only Pay for What You Need Licenses often represent the bulk of Salesforce costs, but many companies ...
Supercharge Customer Experience with the Power of Zendesk To Salesforce Integration
INTRODUCTION Salesforce CRM is a leading customer relationship management platform trusted by businesses worldwide. With its comprehensive suite of features and cloud-based infrastructure, Salesforce CRM empowers organizations to effectively manage customer interactions, drive sales, and deliver exceptional customer experiences. Zendesk support is a well-known ticketing system specifically designed for tracking, prioritizing, and solving customer support…
How to Securely Display an Executive Dashboard on Signage at Corporate Headquarters
🚀 The Business Challenge Recently, a client approached us with an interesting challenge. They wanted to display a Salesforce dashboard on a remote signage screen at their San Francisco office — but without: Sharing internal user credentials Exposing unnecessary tabs or navigation Compromising security Allowing broader org access ✅ Security Constraints and Limitations At first…
Salesforce CTI Tools for Real Estate: Cost & Feature Comparison
Why Real Estate Companies Need CTI in Salesforce Real estate companies using Salesforce CRM rely heavily on outbound and inbound calls to verify property ownership, confirm listings, and follow up with sellers and buyers In this article, we compare the most commonly used Salesforce CTI tools for real estate companies based on cost, features, productivity,…
Case Study: Reinventing Donation Processing with WordPress, Stripe & Salesforce
Background A well-established non-profit organization in UK relied on its WordPress website to drive community donations. While the organization had a loyal donor base, their previous automation setup created bottlenecks, inconsistencies, and unnecessary operational costs. So, this case study highlight how we achieved WordPress and Stripe Integration with Salesforce. The Challenge The customer’s WordPress donation…
How Salesforce CRM Can Benefit Real Estate Businesses?
Salesforce CRM offers powerful tools that can significantly benefit real estate businesses by streamlining operations, improving customer relationships, and driving ...
Optimize Salesforce Costs by Using Partner Community Licenses
Goal Salesforce is a powerful and most used CRM platform, but licensing costs can quickly add up, especially when multiple ...
Auto-Response Rules VS Workflow Email Alerts in Salesforce Service Cloud
deciding between Case Auto-Response Rules and Custom Email Alerts for customer support case acknowledgment emails, both approaches have their strengths. ...
FINMO to Salesforce Migration: Key Steps and Tips
About Systems Finmo Finmo is a digital platform that helps mortgage brokers manage and simplify the loan application process. This cloud-based ...